Newsletter: 17/02/2009

Office news

We are all back at work now. I'm back from a short stint in Australia. Clint has finished summer school. Alex is back from holiday, he did lots of gardening, reading and baby-rearing; William is sleeping well for a small baby. Nathan's girl Mila is also sleeping well. This Monday coming is Nathan's birthday and he's expecting lots of gifts.

Russell Bell

Invoicing Multiple Orders

We have added a new option to allow invoicing of multiple sales orders. There is now a new menu option Order Entry - Invoice Multiple Orders. Previously Fastbase allowed you to create an invoice from a sales order, via Order Entry - Invoicing (note this has now been renamed Order Entry - Invoice Order). The new option allows you to create multiple invoices from multiple sales orders in a single process.

When you select Order Entry - Invoice Multiple Orders Fastbase displays a list of orders and packing slip details. You can select multiple orders, for all customers or for selected customers. You can also select by order branch. You then click Continue, and enter freight charges and printing options for the invoices. When you click on the Generate Invoices button Fastbase closes the packing slips, completes the orders (if there are no remaining lines), creates the invoices and prints them. Fastbase also prints a report listing the orders and the invoices that have been created.

Note that any orders not ready for invoicing will not appear on the selection screen. For example if some items are on backorder, or if the customer's credit rating has a problem, the order will not appear on the Invoice Multiple Orders selection screen. If a sales order you are interested in does not appear on the selection screen, you should use the Order Entry - Invoice Order menu option.

Suggested Purchases Report

We have added a new feature to the Suggested Purchases Report. If "Alternate Parts" exist for a part, the report can now show you how many alternate parts exist, and the available stock for each of those parts. The feature is enabled by a setup option, if you are interested in this let us know.

Supplier Rebates

We have added a new feature to allow bulk update of supplier rebates. Under Customer Maintenance - Discounts - Update Discounts, a new field has been added, 'Rebate % Change'. If a value is entered in this field, then all the selected products (as chosen using the 'Selected Products' field) displayed on the screen have their rebates changed by the percentage entered. If a discount has no rebate entered, nothing changes.

Orders Taken Report

A new column has been added to the report - when the Orders Taken Report (Reports - Order Reports) is run with the "Detail or Summary" option set to 'Detail', the new column shows the Customer Order No.

Web Display Maintenance

We have added a 'Web Display' field to the Web Display Maintenance search screen (Maintenance - Misc - Maintain Web Display Status). You can now search by a part's Web Display Status.

Newsletters

Select from the following list of newsletters that have been sent out.

28/11/2013 Office News, Quoting for items that aren't recorded as parts in Fastbase, Stream-lined entry of new part assembly transactions, Sorting of customer notes on the appointments screen, Maintaining a customer note - "Complete" button save and exit